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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,489 | $136,307+53.0% | $106,619+95.5% | $273,972-23.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 78.0%+12.0pp | 83.0%+7.0pp |
| Annual return | 6.95% | 11.05%-4.1pp | 9.42%-2.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $7,500 | $5,190+44.5% | $3,947+90.0% | $4,869+54.0% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,527 | $8,625-24.3% | $6,418+1.7% | $10,133-35.6% |